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20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-05 |
Branch Locations
400 Embassy Row Ne Suite 108, Atlanta, GA 30328 • United States
20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Athens | GA | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Athens | GA | 11/2018 | 01/2019 |
| The Core Group | Scottsdale | AZ | 09/2003 | 01/2019 |
| Marcus Bloom Sole Proprietor | Johns Creek | GA | 05/2002 | 09/2021 |
| Lifestyle Freedom Advisory Group, Llc | Huntersville | NC | 05/2019 | 09/2021 |
| Donaldson Capital Management, Llc | Evansville | IN | 09/2021 | Present |
| Array Partners Llc | Huntersville | NC | 05/2019 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-24 |
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